Catamount Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $37K | Hold |
131
| – | – | 0.02% | 95 |
|
|
2018
Q4 | $36K | Hold |
131
| – | – | 0.02% | 81 |
|
|
2018
Q3 | $38K | Hold |
131
| – | – | 0.02% | 92 |
|
|
2018
Q2 | $37K | Hold |
131
| – | – | 0.02% | 89 |
|
|
2018
Q1 | $35K | Hold |
131
| – | – | 0.02% | 90 |
|
|
2017
Q4 | $35K | Buy |
+131
| New | +$35K | 0.02% | 93 |
|
|
2015
Q4 | – | Sell |
-7
| Closed | -$1K | – | 140 |
|
|
2015
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 130 |
|
|
2015
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 180 |
|
|
2015
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 150 |
|
|
2014
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 124 |
|